★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Masttro vs Uncle Stock
Masttro
Best for wealth management and advisor operations
Subscription
Uncle Stock
Best for screeners and backtesting
Free • From $130/yr
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The verdict
The bottom line
Masttro and Uncle Stock cover a lot of the same ground (2 shared categories, portfolio and APIs & data feeds), so for the basics you won't go far wrong with either. Uncle Stock simply does more: 11 categories to Masttro's 7, including screeners, backtesting, and data visualizations. Masttro counters by keeping things simpler.
Key differences at a glance
- Mobile app
- Masttro
- Free plan
- Uncle Stock
- Free trial
- Uncle Stock14 days
- Broader coverage
- Uncle Stock11 vs 7 categories
- Broker sync
- Masttro
- Asset coverage
- MasttroAdds bonds and mutual funds
Choose
Masttro if…
- You do a lot of your research from your phone
- You care about wealth management, advisor operations, and custom dashboards, things Uncle Stock doesn't offer
Choose
Uncle Stock if…
- You'd rather start free and only pay if you outgrow it
- You care about screeners, backtesting, and data visualizations, things Masttro doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Subscription | Free • From $130/yr |
Free tier | No | Yes |
Free trial | — | 14 days |
Plan limits | — | 10 limits: Bronze (Monthly): history years: 25, Bronze (Monthly): us history years: 35 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | 650+ direct custodian data feeds | — |
| Audience & fit | ||
Experience level | Advanced | Beginner, Intermediate, Advanced |
Best for | Family Offices, RIAs / Wealth Firms +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 7 | 11 |
Regions | North America, Europe, LatAm, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Multi-currency | Granularity: EOD |
Data partners | — | Sharadar and Financial Modeling Prep |
Capabilities | 18 signals: Broker sync, Multi-currency +16 more | Universe builder |
Security | 6 signals: SOC2, ISO27001 +4 more | — |
| Try it | Visit Masttro | Visit Uncle Stock |
Standout features
What Masttro does best
- Unified wealth OS for UHNW family offices, multi-family offices, wealth advisors, institutions, and professional services firms, delivering a single, accurate view of total net worth across all assets, geographies, currencies, and entity structures.
- Direct data aggregation from 650+ proprietary custodian feeds (no screen scraping or third-party intermediaries), powering verified daily transaction and position data across bankable and non-bankable assets.
- Supports a wide range of asset classes and entity structures - including traditional securities (cash, bonds, mutual funds, public equities), alternatives (direct investments, private equity, hedge funds, venture capital, private credit), real estate, and lifestyle assets such as art, jewelry, and vehicles.
- Portfolio Management and Consolidated Portfolio Analysis modules provide holistic account views, multi-custodian performance analytics, FX-aware dashboards, and integrated cash-flow projections with filtering by legal entity, family member, manager, and more.
- Cash Management Registry centralizes uncategorized deposits and withdrawals, maintains detailed records of capital calls, distributions, fees, and closed-end fund cash flows, and lets users review history and export transactions for full cash-flow auditability.
What Uncle Stock does best
- Screens 100,000+ stocks (nano-cap to large-cap) across all continents with 2,000+ metrics; pricing page lists “History: 25 years. 35 years on US.” on Bronze.
- Includes guru-inspired models/screens (Buffett, Graham, Lynch) and provides advice/scores and a price target metric set (plan-dependent).
- Screen builder supports metric conditions and (Silver+) multi-criteria composite ranking; query clauses include Must/Should/Exclude.
- (Silver+) Built-in backtesting of screens with yearly rebalancing; (Gold) adds quarterly and half-yearly rebalancing.
- Backtest configuration includes sector caps, rebalance strategies, early-sell/stop-loss rules, and multiple position sizing methods (e.g., equal / volatility-weighted).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksBondsMutual FundsHedge FundsPrivate FundsReal EstateCryptosOther | StocksCryptos |
Experience | Advanced | BeginnerIntermediateAdvanced |
Target audience | Family OfficesRIAs / Wealth FirmsFinancial AdvisorsAsset ManagersInstitutional Investors | Retail TradersPro RetailLong-term InvestorsValue Investors |
Regions | North AmericaEuropeLatAmAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data granularity | Not specified | EOD |
Data partners | Not specified | SharadarFinancial Modeling Prep |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | CustodianManual | Manual |
Integrations | 650+ direct custodian data feeds | Not specified |
Export formats | CSVPDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2ISO27001Data residency: OtherEncryption at restEncryption in transitRole-based access | Not specified |
Capability signals | Broker syncMulti-currencyHouseholdingMulti-entity structuresAlternatives supportDrift monitoringModel portfoliosCash management+10 more | Universe builder |
Vendor & support | MasttroCountry: United StatesFounded 2010Support: Email | Castlefish BVCountry: BelgiumSupport: Chat, Email, Phone, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
—
Starting price
Plans & pricing
$130/yr
Starting price
Plans & pricing
- history years: 25
- us history years: 35
- history years: 25
- us history years: 35
- backtest rebalance: Yearly
- backtest rebalance: Yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
- api calls per month: 300
- backtest rebalance: Quarterly/Half-yearly
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Masttro strengths
5What you only get with Masttro.
Uncle Stock strengths
9What you only get with Uncle Stock.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Masttro and Uncle Stock?
Masttro leans toward wealth management, advisor operations, and portfolio, while Uncle Stock puts more weight on screeners, backtesting, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Masttro or Uncle Stock free to use?
Uncle Stock has a free tier, so you can get started without paying anything. Masttro is paid-only. If budget matters, start with Uncle Stock and see how far it takes you before opening your wallet.
Which is better for beginners: Masttro or Uncle Stock?
Uncle Stock is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Masttro or Uncle Stock on my phone?
Masttro lists a dedicated mobile app, so it travels better. Uncle Stock doesn't list a dedicated mobile app; its documented access is web and API.
Do Masttro and Uncle Stock have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Masttro or Uncle Stock?
It depends on what you're after. Pick Masttro if wealth management and advisor operations matter to you; go with Uncle Stock if you'd rather have screeners and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Masttro and Uncle Stock cover?
Both cover stocks and cryptos. Masttro also handles bonds, mutual funds, and hedge funds.
Can I export data from Masttro and Uncle Stock?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Masttro or Uncle Stock connect to my broker?
Masttro syncs with brokers automatically. With Uncle Stock, you're entering holdings by hand or importing files.
Which has a better stock screener: Masttro or Uncle Stock?
Uncle Stock has a stock screener for surfacing ideas; Masttro doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Masttro or Uncle Stock?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.